See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,780 | $99,652-56.1% | $78,778-44.4% | $147,584-70.3% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 15.13% | 47.28%-32.2pp | 35.62%-20.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $447 | $2,796-84.0% | $1,986-77.5% | $4,876-90.8% |
| Participant deferral / active EE | $3,386 | $3,664-7.6% | $2,958+14.5% | $5,439-37.7% |
| Admin fee / account holder | $188 | $7,155-97.4% | $5,134-96.3% | $10,885-98.3% |